Top Tech Jobs & Startup Jobs

The Wealth Advisor at Bernstein provides tailored financial advice to high-net-worth clients, fostering relationships and addressing complex wealth management challenges. They build a practice based on personal passion, emphasizing trust, emotional intelligence, and community engagement.

Lead strategy, roadmap, and operations for Workday Financials. Manage a finance-technology team, drive data integrity, integrations, release management, governance, vendor relationships, training, and stakeholder engagement to enable financial transformation and continuous improvement.

Support Financial Advisors by performing portfolio analysis, account setup and maintenance, client meeting preparation, and client relationship building. Provide asset allocation recommendations, capital markets positioning, and wealth and legacy planning support while participating in a structured development program to build investment, trust, and client service skills.

Provide paralegal and project support to the Alternatives Legal Team: manage entity formation and maintenance, prepare board materials, support regulatory filings, track side letters, assist AML/KYC reviews, implement team technology and processes, coordinate vendors, and maintain templates, governance and compliance inventories.

Manage corporate and purchasing card administration, reconcile accounts, audit and process employee expense reports, investigate exceptions and missing receipts, support reimbursements, provide employee support and guidance, and participate in process improvements, system implementations, testing, training, and cross-functional projects related to travel, expense, and accounts payable.

Lead and deliver global network infrastructure projects including hardware refreshes, SD‑WAN and cloud connectivity, migrations, and office build-outs. Develop deployment plans, validation and rollback procedures, documentation, and automation using scripting and IaC. Provide technical oversight, act as NOC escalation for complex incidents, coordinate vendors and carriers, and drive operational readiness, capacity, and service improvements across network, voice, cloud, and security platforms.

This role supports senior leaders by providing strategic insights, managing projects, analyzing market trends, and facilitating acquisition opportunities while collaborating across the organization.

Support electronic communications and trade surveillance by reviewing alerts, investigating potential market abuse, managing preclearance requests, escalating issues, maintaining documentation, assisting with reporting and audits, and improving surveillance processes through automation and data-driven initiatives.

Support ASC 740 tax provision, prepare federal corporate and partnership tax returns, manage PTP K-1 and investor support, perform tax research and planning, coordinate with auditors and advisors, and drive process improvements and automation within the tax function.

Lead Taiwan compliance team to provide regulatory advice, risk-based monitoring, marketing material reviews, policy drafting, AML/CFT oversight, training, and coordinate with regional/global compliance, risk, legal and audit to maintain regulatory standards and support business initiatives.